Janus Henderson Group PLC Purchases 72,247 Shares of Enphase Energy, Inc. $ENPH

Janus Henderson Group PLC boosted its position in shares of Enphase Energy, Inc. (NASDAQ:ENPH) by 124.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 130,385 shares of the semiconductor company’s stock after acquiring an additional 72,247 shares during the quarter. Janus Henderson Group PLC’s holdings in Enphase Energy were worth $4,931,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Enphase Energy by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 16,329,647 shares of the semiconductor company’s stock valued at $523,365,000 after buying an additional 246,876 shares during the period. Norges Bank bought a new stake in shares of Enphase Energy during the 4th quarter worth approximately $118,190,000. Invesco Ltd. lifted its stake in shares of Enphase Energy by 36.2% during the 4th quarter. Invesco Ltd. now owns 3,158,931 shares of the semiconductor company’s stock worth $101,244,000 after acquiring an additional 839,468 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Enphase Energy by 0.4% during the 4th quarter. Geode Capital Management LLC now owns 2,510,509 shares of the semiconductor company’s stock valued at $80,478,000 after acquiring an additional 11,220 shares during the period. Finally, First Trust Advisors LP boosted its holdings in Enphase Energy by 42.4% during the 1st quarter. First Trust Advisors LP now owns 1,834,416 shares of the semiconductor company’s stock valued at $69,359,000 after acquiring an additional 546,460 shares during the period. 72.12% of the stock is owned by hedge funds and other institutional investors.

Enphase Energy News Roundup

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: Enphase is expanding beyond solar equipment with IQ Air, a connected-home product that could broaden the company’s platform, create additional revenue opportunities and strengthen customer engagement over time. Enphase Energy Steps Into the Connected Home With IQ Air
• Neutral Sentiment: Institutional positioning is mixed: some major investors increased their ENPH holdings while others reduced exposure. This suggests divided views on the timing and strength of a recovery rather than a clear change in the stock’s outlook.
• Negative Sentiment: Morgan Stanley assigned Enphase a Sell rating, adding pressure as investors remain cautious about the company’s near-term growth prospects. Enphase Energy Gets a Sell From Morgan Stanley
• Negative Sentiment: Northland Securities lowered its EPS forecasts across multiple periods, including Q3 2026 to $0.18 from $0.28, Q4 2026 to $0.27 from $0.32, FY2026 to $0.74 from $0.95 and FY2027 to $1.40 from $1.49. The cuts reinforce concerns that the earnings recovery may take longer than expected.
• Negative Sentiment: Recent trading pressure reflects soft U.S. residential solar demand, uncertainty following the expiration of the Section 25D tax credit, tariffs and changing incentive programs. Enphase’s guidance for roughly $290 million to $320 million in quarterly revenue implies only modest near-term improvement, while its latest revenue declined 19.6% year over year.

Analyst Ratings Changes

ENPH has been the topic of a number of research analyst reports. UBS Group set a $56.00 price target on shares of Enphase Energy in a report on Wednesday, July 29th. Sanford C. Bernstein began coverage on shares of Enphase Energy in a research report on Tuesday, June 16th. They issued a “market perform” rating and a $56.00 price objective for the company. Jefferies Financial Group raised their target price on shares of Enphase Energy from $41.00 to $64.00 and gave the stock a “buy” rating in a research report on Friday, June 12th. Barclays upgraded Enphase Energy from an “underweight” rating to an “equal weight” rating and boosted their price target for the company from $30.00 to $51.00 in a report on Thursday, June 18th. Finally, Citigroup dropped their price objective on Enphase Energy from $43.00 to $40.00 and set a “neutral” rating on the stock in a research note on Thursday, July 30th. Eight equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $45.61.

Insider Transactions at Enphase Energy

In other Enphase Energy news, Director Shanker Trivedi bought 1,000 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were purchased at an average cost of $53.91 per share, for a total transaction of $53,910.00. Following the purchase, the director directly owned 1,000 shares in the company, valued at $53,910. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Richard Mora sold 2,000 shares of the stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $36.76, for a total value of $73,520.00. Following the completion of the sale, the director owned 11,922 shares of the company’s stock, valued at approximately $438,252.72. This trade represents a 14.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,400 shares of company stock valued at $150,933 in the last quarter. 2.90% of the stock is currently owned by corporate insiders.

Enphase Energy Stock Performance

ENPH stock opened at $39.67 on Friday. The firm has a market cap of $5.24 billion, a price-to-earnings ratio of 39.67 and a beta of 1.64. The firm has a 50-day simple moving average of $47.40 and a two-hundred day simple moving average of $43.94. Enphase Energy, Inc. has a one year low of $25.77 and a one year high of $73.74. The company has a debt-to-equity ratio of 0.48, a quick ratio of 2.95 and a current ratio of 3.45.

Enphase Energy (NASDAQ:ENPH) last issued its quarterly earnings data on Tuesday, July 28th. The semiconductor company reported $0.46 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.01). Enphase Energy had a return on equity of 13.31% and a net margin of 10.09%.The firm had revenue of $291.85 million during the quarter, compared to analysts’ expectations of $289.76 million. During the same period in the previous year, the firm earned $0.69 EPS. The firm’s quarterly revenue was down 19.6% on a year-over-year basis. On average, equities analysts forecast that Enphase Energy, Inc. will post 0.78 EPS for the current fiscal year.

Enphase Energy Company Profile

Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage systems and energy management software. Its core business centers on converting direct current (DC) power generated by solar panels into alternating current (AC) power suitable for use in residential and commercial applications. By integrating hardware and software solutions, Enphase Energy aims to improve solar energy yield, enhance system reliability and provide real-time monitoring capabilities to its customers.

The company’s product portfolio includes its IQ Series microinverters, which attach to individual solar panels to optimize performance at the module level and reduce the impact of shading or system failures.